See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,488 | $91,538-60.1% | $129,995-71.9% | $75,163-51.5% |
| Participation rate | 26.8% | 71.4%-44.7pp | 78.5%-51.7pp | 67.2%-40.4pp |
| Annual return | 24.14% | -631.11%+655.2pp | -137.18%+161.3pp | 160.62%-136.5pp |
| Employer contribution / active EE | $940 | $2,845-67.0% | $4,320-78.2% | $2,670-64.8% |
| Participant deferral / active EE | $2,314 | $4,341-46.7% | $5,820-60.2% | $4,125-43.9% |
| Admin fee / account holder | $6,385 | $6,790-6.0% | $10,614-39.8% | $5,651+13.0% |